Caruso Family Financial Advisors (CFFA) LLC

Marialisa Caruso is a financial advisor at Caruso Family Financial Advisors (CFFA) LLC in San Jose, CA, with five years of industry experience. She holds the Series 65 designation and has been with CFFA since 2020. Outside of her advisory role, she works as a model and actress with Halvorson Model Management and serves as a front desk and bridal consultant at Trudys Brides and Special Occasions. Caruso Family Financial Advisors provides portfolio management and pension consulting to individuals, pension and profit-sharing plans, charitable organizations, and business entities. The firm manages approximately $15.4 million across about 50 client accounts, using a combination of fundamental, quantitative, technical, and modern portfolio theory analyses to guide discretionary asset allocation and offers performance-based fee arrangements for qualified clients.

Anthony Caruso is a financial advisor at Caruso Family Financial Advisors (CFFA) LLC in San Jose, CA, with 13 years of industry experience. He holds the Series 66 designation and has worked at firms including Lightpath Capital, Inc. and Whitehall-Parker Securities, Inc. since 2019. Caruso serves as CEO and Chief Compliance Officer of CFFA. Caruso Family Financial Advisors provides portfolio management and pension consulting services to individuals, pension plans, charitable organizations, and businesses. The firm manages approximately $15.4 million across 50 client accounts, employing a mix of fundamental, quantitative, technical, and modern portfolio theory analyses with discretionary management and monthly reviews.